How to Manually Approve or Reject an Invoice (Admin Role)

As an Admin, you can manually approve or reject invoices in Brightflag. However, before doing so, the invoice must be in a Pending status.

🔹 If the invoice is already Approved or Rejected, you must first change its status to Pending by following this guide:
📖 How to Change or Reverse the Status of an Invoice – Admins Only

Moving an Invoice from Pending to Approved or Rejected

Once the invoice status is Pending, follow these steps to Approve or Reject it:

1. Access the Workflow Edit Mode

• Click the workflow edit pen located on the workflow tile in the top left.

2. Add Yourself as a Reviewer

• In the workflow settings, add yourself as a reviewer.

3. Remove Other Reviewers

• Click the 🗑️ (bin icon) next to the names of any other reviewers to remove them.

4. Approve or Reject the Invoice

• Once you are the only remaining reviewer, an "Approve" & "Reject" button will appear in the top right of the screen.
• Click the appropriate button based on your decision.

Important Considerations When Rejecting an Invoice

⚠️ Rejection Notes:
When rejecting an invoice, ensure you provide a clear and detailed rejection reason in the Rejection Box.

💡 Why?

• Law firms need sufficient details to rectify the issue and resubmit the invoice correctly.
• A vague rejection reason may cause unnecessary delays in processing.